Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$258,741
-$25,820 QoQ
Shares Held
5,550
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#859
of 1,279 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $10,133,480 across 9 Utilities - Regulated Electric names. EXC ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,431 | $3,199,681 | |
| 2 | LNT |
Alliant Energy Corp
|
28,389 | $2,165,796 | |
| 3 | NEE |
Nextera Energy Inc
|
18,988 | $1,666,576 | |
| 4 | DUK |
Duke Energy CORP
|
6,521 | $825,428 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,667 | $661,735 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,031 | $551,481 | |
| 7 | ED |
Consolidated Edison Inc
|
4,890 | $540,980 | |
| 8 | XEL |
Xcel Energy Inc
|
3,276 | $263,062 |
All Filings in EXC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,741 | 5,550 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $284,561 | 5,805 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $252,865 | 5,801 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $241,523 | 5,366 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $299,511 | 6,898 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $339,747 | 7,373 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $279,702 | 7,431 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $292,892 | 7,223 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $249,988 | 7,223 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $271,368 | 7,223 | Shares | Sole | 2024-05-03 | |
| 2023-03-31 | $205,428 | 4,904 | Shares | Sole | 2023-04-21 | |
| 2021-12-31 | $314,849 | 5,451 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $255,283 | 5,281 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $221,284 | 4,994 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $219,050 | 5,008 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $255,346 | 6,048 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $229,114 | 6,407 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $283,788 | 7,820 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $287,339 | 7,806 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||